Jason Leupold is a registered investment advisor at Protocol Wealth, LLC, based in Denver, CO, with 11 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 45 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Protocol Wealth charges an annual fee based on a percentage of the assets they manage. This fee ranges from 0.50% to 2.00% per year, depending on the size of the account and complexity of services. For onchain digital asset management, they charge 2.00% annually, with a $600 per month minimum fee to cover costs for benefits like an institutional-grade onchain wallet and key backup service.
Location
201 Milwaukee Street, Suite 200, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Protocol Wealth, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Imst Distributors, LLCBroker
Fintrust Brokerage Services, LLCBroker
Fintrust Investment Advisory Services, LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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